News & Articles 2017-06-15T13:32:30+00:00

News & Articles

When it Comes to Life Insurance, “Permanent” Does Not Mean Unchanging

Life insurance comes in two very basic types: term insurance and permanent insurance. Term policies, the most common kind, usually provide only a death benefit and do not provide any cash or surrender value. Term policies are generally best suited only for a fairly short-term insurance need, such as 10, 20, or 30 years. At the end of the term, the policies are generally allowed to lapse. Permanent policies, on [...]

June 27th, 2016|

Congratulations to Karrah Hammock on Her Promotion to Paralegal

Morgan and DiSalvo, P.C., is pleased to announce the promotion of Karrah Hammock to paralegal. Hammock's new role is a reflection of her professional growth and her dedication to providing an exceptional experience for our clients. The firm will be conducting a search to fill the office administrator role that Hammock is vacating. "We remain committed to personalized and customized estate planning for our clients," said Richard Morgan, partner at [...]

June 21st, 2016|

Back to the Basics: How Do Assets Pass at the Death of the Owner?

Have you heard of a situation where a deceased person’s former spouse ended up receiving his life insurance or retirement savings, instead of the person’s new spouse or children? Have you heard of a situation where the deceased person wanted to have assets held in trust for her minor children after her death, under her Will, but instead most of the assets ended up passing directly to the children, so [...]

May 27th, 2016|

How to Fund Your Revocable Living Trust (Updated September 2016)

This newsletter is the final installment of our three part series on Revocable Living Trusts (“RLT”s). The first newsletter in this series was “Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction,” and the second newsletter in this series was “Do You Need To Fully Fund Your Revocable Living Trust During Your Life? Separating Facts From Fiction.” This newsletter is for those who answered “yes” [...]

April 25th, 2016|

Richard M. Morgan and Loraine M. DiSalvo Named to Super Lawyers of Georgia 2016 List

Estate Planning Attorneys Morgan and DiSalvo, P.C. announced today that both Richard M. Morgan and Loraine M. DiSalvo were named to the Super Lawyers of Georgia 2016 List. No more than five percent of the lawyers in the state are selected to receive this honor. Super Lawyers, a Thomson Reuters business, is a rating service listing outstanding lawyers from more than 70 practice areas who have attained a high degree [...]

March 8th, 2016|

Morgan & DiSalvo, P.C. is Recognized Again by U.S. News & World Report and Best as a 2016 Tier One Law Firm for “Trust and Estates Law” in Georgia

Morgan & DiSalvo, P.C. is extremely pleased to announce its inclusion in the 2016 “Best Law Firms” rankings from U.S. News & World Report and Best Morgan & DiSalvo was named a Tier One Law Firm, the highest level of recognition. To be eligible for a ranking, a firm must have a lawyer listed in The Best Lawyers in America, which recognizes the top 4 percent of practicing attorneys in the [...]

February 8th, 2016|

The Top Five Secret (and Abhorrent) Tricks to Winning a Guardianship and Conservatorship

The Georgia Code for Guardianship and Conservatorship became effective in July 2005. Since that date, attorneys who practice in this area have learned many tricks of the trade. I've studied the guardianship code, and I've even taught classes about the basics of guardianships and conservatorships. Yet, the best techniques to guarantee your client's success have very little to do with the code. Rather, these techniques take advantage of gaps in [...]

January 29th, 2016|

Having Those Hard Conversations During the Holidays

The holidays are a time when families gather together in celebration. Traditions are carried out and new ones are made. Stories are shared, memories created and relationships strengthened. However, these occasions may also reveal that time has passed and things have changed - and not for the better. The health, financial situation, and overall well-being of loved ones, particularly those who are aging, may be different than it was this [...]

December 21st, 2015|

In Celebration of National Adoption Awareness Month, We Focus on the Estate Planning Effects of Adoption

November is Adoption Awareness Month. In celebration, this issue of the Passionate Estate Planner will focus on adoption, and the estate planning effects adoptions can have. Two of our attorneys are adoptive parents, and adoption is a loving and beautiful way to build a family. However, while adoption legally creates new family ties, it also legally destroys old ones. The legal ties between family members create a host of rights [...]

November 20th, 2015|

Richard M. Morgan, Loraine M. DiSalvo and Diane Weinberg Recognized as 2015 Atlanta Five Star Financial Service Professionals

The estate planning attorneys at Morgan & DiSalvo, PC, announced today that Richard M. Morgan, Loraine M. DiSalvo and Diane Weinberg have been named as 2015 Five Star Financial Service Professionals by Atlanta magazine. Their selection is the result of a rigorous research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients Five [...]

September 17th, 2015|

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Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report and Best Lawyers